Motilal Oswal Business Cycle Fund-Reg(G)
Scheme Returns
-6.59%
Category Returns
-10.15%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Motilal Oswal Business Cycle Fund-Reg(G) | -1.71 | 0.20 | -6.59 | -18.37 | -12.01 | 0.00 | 0.00 | 0.00 | 1.55 |
| Equity - Thematic Fund - Other | -15.86 | -2.89 | -10.15 | -8.14 | 3.21 | 17.49 | 12.78 | 13.67 | 6.03 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Motilal Oswal Asset Management Company Limited
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Fund
Motilal Oswal Mutual Fund
Snapshot
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Inception Date
27-Aug-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
78,330.67
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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Scheme Type
Open ended scheme
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Min. Investment
₹500
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Exit Load
1
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Latest NAV
10.2455
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Fund Manager
Mr. Atul Mehra
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Fund Manager Profile
--
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Fund Information
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AMC
Motilal Oswal Asset Management Company Limited
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Address
10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opp Parel ST Bus Depot, Prabhadevi Mumbai - 400025
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Phone
022 40548002
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Fax
022-22816161
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Email
amc@motilaloswal.com
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Website
http://www.motilaloswalmf.com/
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| Persistent Systems Limited | 21324.8 | 10.09 |
| Bharti Airtel Limited | 20003.2 | 9.46 |
| Shaily Engineering Plastics Limited | 19789 | 9.36 |
| Collateralized Borrowing & Lending Obligation | 17580 | 8.32 |
| Kalyan Jewellers India Limited | 16983.95 | 8.04 |
| Coforge Limited | 15798.5 | 7.48 |
| Net Receivables / (Payables) | 13740.14 | 6.5 |
| Eternal Limited | 13030.89 | 6.17 |
| Healthcare Global Enterprises Limited | 11585 | 5.48 |
| Ellenbarrie Industrial Gases Limited | 10204.47 | 4.83 |
| Muthoot Finance Limited | 9529.25 | 4.51 |
| PG Electroplast Limited | 8629.5 | 4.08 |
| ICICI Bank Limited | 6714.5 | 3.18 |
| AU Small Finance Bank Limited | 5685.12 | 2.69 |
| Neuland Laboratories Limited | 5216.86 | 2.47 |
| Jain Resource Recycling Limited | 5192.5 | 2.46 |
| Bharat Heavy Electricals Limited | 4274.44 | 2.02 |
| Thirumalai Chemicals Limited | 3131.18 | 1.48 |
| Supreme Petrochem Limited | 2864.83 | 1.36 |
| Multi Commodity Exchange of India Limited | 69.6 | 0.03 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| IT | 17.57% |
| Others | 14.82% |
| Telecom | 9.46% |
| Plastic Products | 9.36% |
| Diamond & Jewellery | 8.04% |
| Healthcare | 7.95% |
| Retailing | 6.17% |
| Bank | 5.87% |
| Inds. Gases & Fuels | 4.83% |
| Finance | 4.54% |
| Consumer Durables | 4.08% |
| Non - Ferrous Metals | 2.46% |
| Capital Goods | 2.02% |
| Chemicals | 1.48% |
| Crude Oil | 1.36% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Bandhan TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 260.72 | -11.9 | -11.71 | -9.41 | 13.33 | 22.22 |
| SBI Comma Fund - REGULAR PLAN - Growth | 427.78 | -7.51 | -1.14 | 2.03 | 11.69 | 19.78 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | -11.96 | -12.62 | -11.94 | 10.01 | 22.41 |
| LIC MF Manufacturing Fund-Regular Plan-Growth | 908.77 | -8.16 | -5.02 | -5.28 | 9.57 | 0 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | -9.17 | -5.46 | -4.79 | 7.49 | 23.14 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | -7.11 | -4.98 | -1.81 | 7.15 | 20.2 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | -5.65 | -8.17 | -9.09 | 6.92 | 19.85 |
| Invesco India PSU Equity Fund - Regular Plan - Growth | 431.9 | -10.1 | -5.88 | -2.09 | 6.61 | 28.13 |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 1123.4 | -8.33 | -6.4 | -7.97 | 5.77 | 0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | -7.69 | -7.31 | -1.41 | 5.51 | 0 |
Other Funds From - Motilal Oswal Business Cycle Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 38002.68 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 37500.86 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 36880.18 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34779.74 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34748.89 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 34432.18 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33689.2 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33608.53 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 33053.13 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 30401.09 | -6.79 | -16.24 | -16.61 | -11.03 | 19.74 |